Unclaimed Profile

Kelly Marie Stanley

COGENT STRATEGIC WEALTH LLC·CHICAGO, Illinois

SIE, Series 7, Series 66CFPClean record17 years registeredCOGENT STRATEGIC WEALTH LLC

77 WEST WACKER DRIVE, CHICAGO, IL 60601CRD# 5582143Firm CRD# 152715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Marie Stanley · CHICAGO, IL

Registration

CRD #5582143 · COGENT STRATEGIC WEALTH LLC · 17 years registered

Brand Profile

Not yet started

Career History

COGENT STRATEGIC WEALTH LLC

Aug 2015 – present

CETERA ADVISORS LLC

Dec 2008 – Jul 2015

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 3, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COGENT STRATEGIC WEALTH LLC

CRD 152715 · SEC 801-110446

AUM

$250M

Regulatory assets under management

Employees

424 client accounts

Services offered by COGENT STRATEGIC WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COGENT STRATEGIC WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Kelly Marie Stanley offer?

Kelly Marie Stanley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Kelly Marie Stanley's credentials?

Kelly Marie Stanley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kelly Marie Stanley located?

Kelly Marie Stanley is based in CHICAGO, Illinois, working with COGENT STRATEGIC WEALTH LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Kelly Marie Stanley charge for services?

Kelly Marie Stanley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COGENT STRATEGIC WEALTH LLC?

COGENT STRATEGIC WEALTH LLC has approximately 4 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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